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andre

T1 · high-signal investor

Joined Revolut 7 years ago when it had ~150 employees; built internal performance management framework now productized as Revolut People to export high-performance culture to European tech companies.

3 calls·2 names·100% bull·last heard last month·TBPN+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$VIVODINEVivodineposition

Vivodine grows human tissues at scale to replace animal testing; FDA modernization acts provide tailwind for personalized medicine

Vivodine grows functional human tissues (inch-scale, vascularized) from primary cells at massive scale, enabling drug testing on human biology instead of failed animal models; working with top 10 pharma on non-translating programs, FDA pushing animal alternatives.

TBPN2026-08episode →
2ndhigh conviction
$REVOLUTRevolutposition

Revolut launches HR platform to export high-performance culture to European tech

Revolut's internal performance management framework (goals, skills, values) is being productized as Revolut People to replicate Revolut's success across European tech companies, with long-term vision of a full business suite integrating payroll, HR, and banking.

Scaling Europe2026-03episode →

most discussed · click a bar to filter

  • $VIVODINE
  • $REVOLUT

recurring themes

  • Life Sciences & Drug Development2
  • Venture Capital1
  • Tech Regulation & Antitrust1
3 total
$VIVODINE
Vivodine
HIGHandre·TBPN·last month·Kushner and Iger are Buying The Lakers, Grok 4.6, AI Watermarks, Nuclear Jellyfish· position
Vivodine grows human tissues at scale to replace animal testing; FDA modernization acts provide tailwind for personalized medicine
Vivodine grows functional human tissues (inch-scale, vascularized) from primary cells at massive scale, enabling drug testing on human biology instead of failed animal models; working with top 10 pharma on non-translating programs, FDA pushing animal alternatives.
"Vividine grows human tissues at very massive scale... we can test drugs in humans without testing in people... the FDA has been an extremely strong tailwind actually in making the…"
97:15
$VIVODINE
Vivodine
HIGHandre·TBPN·last month·Kushner and Iger are Buying The Lakers, Grok 4.6, AI Watermarks, Nuclear Jellyfish
Vivodine Grows Human Tissues at Massive Scale to Replace Animal Testing, Working with Top 10 Pharma
Vivodine grows functional human tissues at inch-scale using primary cells and robotics, enabling drug testing on human biology at 50,000x scale to overcome the 95% clinical failure rate from animal models, with partnerships across top pharma.
"Vividine grows human tissues at very massive scale... we can test drugs uh in humans without testing in people... 19 out of 20 drugs fail because all the animal experiments we've…"
97:23
$REVOLUT
Revolut
HIGHandre·Scaling Europe·7 months ago·Revolut's formula for high performance: Georgian Andrei, GM at Revolut People· position
Revolut launches HR platform to export high-performance culture to European tech
Revolut's internal performance management framework (goals, skills, values) is being productized as Revolut People to replicate Revolut's success across European tech companies, with long-term vision of a full business suite integrating payroll, HR, and banking.
"Revolut People is the platform which implements this particular performance management framework for for success. Now we are selling this to to other companies. Our mission is ver…"
3:06
8
Life Sciences & Drug Developmenttailwind
Vivodine scales vascularized human tissues to replace animal models; FDA modernization acts accelerate adoption
19/20 drugs fail due to animal-human translation gap; Vivodine grows functional human tissues at massive scale from primary cells, enabling human-relevant testing from discovery through clinical support, with FDA actively promoting animal alternatives.
8
Life Sciences & Drug Developmenttailwind
Vivodine's Andre: Human tissue platforms at scale replace animal testing; FDA modernization acts provide tailwind
19 of 20 drugs fail due to animal-human translation gap; growing functional human tissues at massive scale (50k+ clones per patient) enables testing directly on human biology from discovery through clinical trials, with FDA actively pushing animal alternatives.
7
Venture Capitalheadwind
European tech lacks US-style entrepreneurial risk culture, says Revolut GM
Europe has the talent and education to build great tech companies but lacks the entrepreneurial culture of risk-taking, fast iteration, and comfort with failure that drives US innovation; adopting these cultural norms could accelerate European tech success.
7
Tech Regulation & Antitrustheadwind
European labor regulations hinder talent density and tech scaling, argues Revolut exec
Excessive employee protection regulations in Europe (e.g., long probation periods) make it difficult for companies to hire, retain, and maintain high talent density, which is a stronger predictor of success than current legislation acknowledges; reform balancing employee and company protection could unlock European tech potential.